STEP 1
Select Fiserv in workflow
Pick Fiserv app in the workflow builder [4] - just one click to select the app.
Fiserv Integration
Payment processing platform for card transactions, authorizations, funding, and merchant services. Connect Fiserv financial events to workflows that update records and notify the right teams. Start from Watch Authorisations, then automate actions such as Get a Gateway Payment Schedule and Get a Transaction.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Fiserv integration
Triggers can detect changes in Fiserv and run actions that can create, search or modify data inside Fiserv automatically [3] — exactly how you set them.
- Watch AuthorisationsTriggers when a new authorisation is created or updated.
- Watch Daily Authorisation SummariesTriggers when daily authorisation summaries are available.
- Watch Daily Funding SummariesTriggers when a new daily funding summary is available.
- Watch Daily Transaction SummariesTriggers when a daily transaction summary is available.
- Watch FundingsTriggers when new funding data is available.
- Watch TransactionsTriggers when a new transaction occurs.
- Get a Gateway Payment ScheduleRetrieves a gateway payment schedule using specified parameters.
- Get a TransactionRetrieves a transaction based on the provided criteria.
- Get Account InformationRetrieves account information.
- Get an AuthorisationRetrieves an authorisation from the service.
- Get AuthorisationsRetrieves all authorizations from the service.
- Get Card InformationRetrieves information about a specific card, including details such as the cardholder's name, card number, expiration date, and card type.
- Get Daily Authorisation SummariesRetrieves daily authorisation summaries.
- Get Daily Funding SummariesRetrieves daily funding summaries.
- Get Daily Transaction SummariesRetrieves daily transaction summaries.
- Get FundingRetrieves details of a specific funding.
- Get Funding DetailsRetrieves all funding details.
- Get FundingsRetrieves all fundings from the service.
- Get Order StatusRetrieves the status of an order.
- Get Payment Card DetailsRetrieves payment card details associated with a token.
How to integrate Fiserv in automation workflow?
3 simple steps to make your Fiserv connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Fiserv
When prompted, authorize access to Fiserv in WEXTL once. Fiserv credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Fiserv account. Approve?
STEP 3
Build a workflow
Build your workflow with Fiserv yourself or with WEXTL® AI Builder. Connect Fiserv to any available integrations [5], or use HTTP node to go beyond them.
Fiserv
How Fiserv connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Fiserv app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Fiserv supports.
The following table illustrates what fields Fiserv integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Fiserv is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Visit the Developer Portal > Sign in > Go to API Keys > Click Create New Key. |
Connect Fiserv to popular apps on WEXTL
Enter a name of the other app you want to sync with Fiserv below. Click on selected app to explore integration options with Fiserv. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Fiserv integration
Select Watch Daily Transaction Summaries trigger from Fiserv - this will be a starting point in your automation. Whenever event happens in Fiserv, workflow will start [7] from Watch Daily Transaction Summaries node.
Search for Update a Transaction, connect it as the next step of integration sequence. You can use filters between Watch Daily Transaction Summaries and Update a Transaction, so only important data pass from Watch Daily Transaction Summaries to the next step. WEXTL gives you full control over the process of Fiserv automation. All parts of workflow are visible on the canvas [4].
Fiserv on WEXTL has 41 modules for building finance automations. Explore Fiserv documentation for more.
Video slide demonstrates how Watch Daily Transaction Summaries and Update a Transaction [6] nodes are used in Fiserv workflow.
Frequently asked questions
Common questions about automating Fiserv in your workflows.
Fiserv has 6 triggers, including "Watch Authorisations", "Watch Daily Authorisation Summaries", and "Watch Daily Funding Summaries", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 35 actions, including "Get a Gateway Payment Schedule", "Get a Transaction", and "Get Account Information", and more. Refer to our Fiserv Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Fiserv integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Fiserv official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Fiserv provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Fiserv or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Fiserv inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Fiserv modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Fiserv integration.
- Fiserv integration source code, module specs and credentials implementation.
- Internal Fiserv integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Fiserv vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Fiserv App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation